Extended CRM. In addition to it's use as a customer relationship management application, Microsoft CRM can also be considered as a more general application development framework. This usage is commonly referred to as xRM, although Microsoft now prefer the term Extended CRM. In practice, many implementations of Microsoft CRM use a combination of the traditional, standard marketing, sales and customer service functionality that is supplied, along with specific customizations and extensions. Feb 08, 2016 Extending CRM Online Trial Without Support Ticket February 8, 2016 Andre Margono Microsoft CRM I recently found out that there is a way to extend the Dynamics CRM trial instance for another 30 days without the need of logging a support ticket.
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Customize your own alertsYou can set up the content of the alert to what makes most sense to you. Why not add a phone number link to quickly call from the notification or use the link and the built in web browser to push out web links. We even support deep linking into the Microsoft Dynamics 365 mobile app.Take notes and respondWhen you receive a push notification, you can choose to respond to it either with a simple 'Done', or with your approval decision if configured. With the response you can include a comment that will be sent back to CRM.Schedule your follow upFrom within CRM Alerts you can even schedule your next follow up activity in response to the alert. Use this when you have called the customer from the alert and agreed on a day for your next meeting.We offer two subscription levels for CRM alerts depending on your specific needs. Our basic subscription gives you 100 alerts monthly while our premium subscription gives you unlimited alerts.
The subscription is auto-renewing unless canceled and runs monthly.
OverviewHTML Web Resources are not new to Microsoft Dynamics CRM, but I believe they are an often overlooked way to easily make Dynamics CRM forms look better and be more intuitive for Dynamics CRM users.Simply put, a web resource is a way to extend the Dynamics CRM web application. Web Resources using HTML files and Jscript are probably the most common types of web resources encountered in CRM environments. This article will not be an exhaustive explanation of web resources; it will cover a couple of ways to easily add web resources to Dynamics CRM forms to help make them more intuitive for users, enabling users to be more productive. Example 1: Checkbox to the right of the Label/TextIn CRM, when using a Two Option field to display as a checkbox, the Label for the field is typically to the left of the checkbox.There may be some instances where it makes more sense or is more visually pleasing for the text to be on the right of the checkbox.It is surprisingly easy to accomplish, and it doesn’t take a developer.
All that is needed is a blank Web Resource and a little creativity. What follows is just one way to get labels to the right. Create a blank Web Resource. This Web Resource can be reused as many times as needed.Using the Text Editor, place a single space in the file. Save and Publish the Web Resource. On the customization Form, format the Section that contains the checkbox to be Two columns.
One column is needed for the Two Option (checkbox) field, and the other column for the Web Resource. If not already done, place the Two Option field in the designated Section. Modify the properties of the field so that the label is hidden. Don’t forget to verify on the Formatting tab that the field will show as a “Checkbox.”. The Section should look like this in the Design View when labels have been hidden. Once the Two Option field is on the form, insert a Web Resource. Name the resource the way the Label for the checkbox should be shown.
The Label will be what is displayed to users. The Formatting tab should be set up as follows:Layout = One column, Number of Rows = 1Automatically expand = False,Scrolling = Never,Display Border = False. When finished click OK. Save and Publish the Form. If all has gone well, the Form will display the checkboxes with the label on the right.Example 2: Insert text on the formThere may be times when additional text is needed on the form.
Either a field needs a very long label, or there is a need to have an area on the form to guide users. One example of this might be giving the user instructions on how to fill in a section of a complex form.The trick to adding a longer label or text to the form is to populate the Web Resource with the text to be displayed. St. gerald of sauve-majeure. Create a web resource as was done in the first example, but this time enter the text that should be displayed by using the Text Editor. If you are comfortable with HTML, you can click on the Source tab and modify the look and feel of the text further.While on the Form customization page, click to add a Web Resource.
Fill in the required information, but do not check “Display label on the Form.”Set up the formatting tab as appropriate for the desired effect on the Form. You may need to play with the number of columns and rows to fit the various amount of text in your Web Resource. I would recommend for most instances that Scrolling should be set to “Never.” When finished setting the properties for the Web Resource, Save and Publish the Form. The end result should look similar to the below image.If you are looking for, RSM offers a full range of services from implementation and optimization to development and support.
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